Box Level and File Level Information Tracking

Having immediate access to and control of your vital account information on either a file level or box level is a key component of a successful storage program. Being able to search, track, and create reports on key indexing fields of your stored files and / or boxes is a very powerful tool. It's even better if you define what those indexing fields are and can change them between departments or record series. Using a system that can perform complex searches or queries (searching multiple fields at once) will help in reducing the number of positive hits you get and save you time in your review process. You can do the data entry yourself (or have us do it) and initiate service requests like file deliveries. The key is flexibility and the ability to define fields that are relevant to each area of your company.

This web enabled feature has helped attorneys to quickly do conflict of interest checks or view all the files assigned to a partner. It's helped doctors quickly locate patient files and order their delivery. Insurance companies have used the system to find client files and expedite their requests. Flexible, easy to use, available 24/7, and very secure, are the key attributes to our file level and box level tracking module.

The J. D. Carton team is ready to help you with your entire file and document management needs. It starts with a brief meeting to discuss your goals and wishes. We will perform a free evaluation of your current situation where you will learn what you are doing correctly and where you may want to consider getting help.

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